Graphical representation of financial information

• US 9,135,659 B1
• Filed: 02/20/2014
• Issued: 09/15/2015
• Est. Priority Date: 03/18/2002
• Status: Expired due to Fees

• Current Assignee: Cary D. Perttunen
• Original Assignee: Cary D. Perttunen
• Inventors: Perttunen, Cary D.
• Primary Examiner(s): Nguyen, Kimbinh T
• Application Number:
  US13/999,388
• Time in Patent Office: 572 Days
• Field of Search: 345440-442, 705/35, 705/37
• US Class Current: 1/1
• CPC Class Codes: G06F 16/9558 Details of hyperlinks; Management of linked annotations
• CPC Class Codes: G06F 3/0481 based on specific properties of the displayed interaction object or a metaphor-based environment, e.g. interaction with desktop elements like windows or icons, or assisted by a cursor's changing behaviour or appearance
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence
• CPC Class Codes: G06Q 20/10 specially adapted for electronic funds transfer [EFT] systems; specially adapted for home banking systems
• CPC Class Codes: G06Q 30/0277 Online advertisement
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/03 Credit; Loans; Processing thereof
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis
• CPC Class Codes: G06Q 40/12 Accounting
• CPC Class Codes: G06Q 50/188 Electronic negotiation
• CPC Class Codes: G06T 11/206 Drawing of charts or graphs
• CPC Class Codes: G06T 2200/24 involving graphical user interfaces [GUIs]

Abstract

A tree having a height of at least two relates a plurality of financial items. A computer determines which of a plurality of arrangements of the financial items in the tree is an optimal arrangement that has an optimum value of a function of a plurality of similarity values between pairs of the financial items at each non-zero level of the tree, wherein the arrangements are limited by prohibiting cyclic-equivalent sequences and reverse-cyclic-equivalent sequences for arranging at least three financial items that are children of a financial item that is the root node in the tree. A display device displays a planar depiction of the tree in which the financial items are arranged according to the optimal arrangement that prohibits the cyclic-equivalent sequences and the reverse-cyclic-equivalent sequences for arranging the at least three financial items that are children of the financial item that is the root node in the tree.

Claims

1. A non-transitory computer-readable storage medium encoded with a computer program to cause a computer to perform acts of:

relating a plurality of financial items by a tree having a height of at least two, the plurality of financial items comprising a financial item that is a root node of the tree, the plurality of financial items further comprising at least three financial items that are children of the financial item that is the root node in the tree;

determining which of a plurality of arrangements of the plurality of financial items in the tree is an optimal arrangement that has an optimum value of a function of a first plurality of similarity values between a respective plurality of pairs of the plurality of financial items at each non-zero level of the tree, wherein the plurality of arrangements considered in said determining is limited by prohibiting a plurality of cyclic-equivalent sequences and a plurality of reverse-cyclic-equivalent sequences for arranging the at least three financial items that are children of the financial item that is the root node in the tree; and

displaying, using a display device, a planar depiction of the tree in which the plurality of financial items are arranged according to the optimal arrangement that prohibits the plurality of cyclic-equivalent sequences and the plurality of reverse-cyclic-equivalent sequences for arranging the at least three financial items that are children of the financial item that is the root node in the tree.

2. The non-transitory computer-readable storage medium of claim 1 wherein the planar depiction comprises a semicircular region that visibly represents the financial item that is the root node of the tree.

3. The non-transitory computer-readable storage medium of claim 1 wherein said relating the plurality of financial items by the tree is based on a second plurality of similarity values between pairs of the plurality of financial items, wherein the first plurality of similarity values differs from the second plurality of similarity values.

4. The non-transitory computer-readable storage medium of claim 3 wherein in the planar depiction, those of the plurality of financial items that are non-root nodes of the tree are angularly arranged based on the first plurality of similarity values and are radially arranged based on the second plurality of similarity values.

5. The non-transitory computer-readable storage medium of claim 1 wherein the financial item comprises a stock, and wherein the at least three financial items comprise at least three stocks.

6. The non-transitory computer-readable storage medium of claim 1 wherein the planar depiction comprises a plurality of regions that visibly represent the plurality of financial items, and wherein each adjacent pair of the plurality of financial items in the tree is represented by a respective visible edge between a corresponding pair of the plurality of regions.

7. A method comprising:

relating a plurality of financial items by a tree having a height of at least two, the plurality of financial items comprising a financial item that is a root node of the tree, the plurality of financial items further comprising at least three financial items that are children of the financial item that is the root node in the tree;

determining, by a computer programmed to perform same, which of a plurality of arrangements of the plurality of financial items in the tree is an optimal arrangement that has an optimum value of a function of a first plurality of similarity values between a respective plurality of pairs of the plurality of financial items at each non-zero level of the tree, wherein the plurality of arrangements considered in said determining is limited by prohibiting a plurality of cyclic-equivalent sequences and a plurality of reverse-cyclic-equivalent sequences for arranging the at least three financial items that are children of the financial item that is the root node in the tree; and

displaying, using a display device, a planar depiction of the tree in which the plurality of financial items are arranged according to the optimal arrangement that prohibits the plurality of cyclic-equivalent sequences and the plurality of reverse-cyclic-equivalent sequences for arranging the at least three financial items that are children of the financial item that is the root node in the tree.

8. The method of claim 7 wherein the planar depiction comprises a semicircular region that visibly represents the financial item that is the root node of the tree.

9. The method of claim 7 wherein said relating the plurality of financial items by the tree is based on a second plurality of similarity values between pairs of the plurality of financial items, wherein the first plurality of similarity values differs from the second plurality of similarity values.

10. The method of claim 9 wherein in the planar depiction, those of the plurality of financial items that are non-root nodes of the tree are angularly arranged based on the first plurality of similarity values and are radially arranged based on the second plurality of similarity values.

11. The method of claim 7 wherein the financial item comprises a stock, and wherein the at least three financial items comprise at least three stocks.

12. The method of claim 7 wherein the planar depiction comprises a plurality of regions that visibly represent the plurality of financial items, and wherein each adjacent pair of the plurality of financial items in the tree is represented by a respective visible edge between a corresponding pair of the plurality of regions.

13. The method of claim 7 wherein the planar depiction comprises a semicircular region that visibly represents the financial item that is the root node of the tree, wherein said relating the plurality of financial items by the tree is based on a second plurality of similarity values between pairs of the plurality of financial items, wherein the first plurality of similarity values differs from the second plurality of similarity values, wherein in the planar depiction, those of the plurality of financial items that are non-root nodes of the tree are angularly arranged based on the first plurality of similarity values and are radially arranged based on the second plurality of similarity values, wherein the financial item comprises a stock, and wherein the at least three financial items comprise at least three stocks.

14. An apparatus comprising:

a display device; and

at least one computer programmed to perform acts of;

relating a plurality of financial items by a tree having a height of at least two, the plurality of financial items comprising a financial item that is a root node of the tree, the plurality of financial items further comprising at least three financial items that are children of the financial item that is the root node in the tree;

determining which of a plurality of arrangements of the plurality of financial items in the tree is an optimal arrangement that has an optimum value of a function of a first plurality of similarity values between a respective plurality of pairs of the plurality of financial items at each non-zero level of the tree, wherein the plurality of arrangements considered in said determining is limited by prohibiting a plurality of cyclic-equivalent sequences and a plurality of reverse-cyclic-equivalent sequences for arranging the at least three financial items that are children of the financial item that is the root node in the tree; and

outputting a signal to cause the display device to display a planar depiction of the tree in which the plurality of financial items are arranged according to the optimal arrangement that prohibits the plurality of cyclic-equivalent sequences and the plurality of reverse-cyclic-equivalent sequences for arranging the at least three financial items that are children of the financial item that is the root node in the tree.

15. The apparatus of claim 14 wherein the planar depiction comprises a semicircular region that visibly represents the financial item that is the root node of the tree.

16. The apparatus of claim 14 wherein said relating the plurality of financial items by the tree is based on a second plurality of similarity values between pairs of the plurality of financial items, wherein the first plurality of similarity values differs from the second plurality of similarity values.

17. The apparatus of claim 16 wherein in the planar depiction, those of the plurality of financial items that are non-root nodes of the tree are angularly arranged based on the first plurality of similarity values and are radially arranged based on the second plurality of similarity values.

18. The apparatus of claim 14 wherein the financial item comprises a stock, and wherein the at least three financial items comprise at least three stocks.

19. The apparatus of claim 14 wherein the planar depiction comprises a plurality of regions that visibly represent the plurality of financial items, and wherein each adjacent pair of the plurality of financial items in the tree is represented by a respective visible edge between a corresponding pair of the plurality of regions.

20. The apparatus of claim 14 wherein the planar depiction comprises a semicircular region that visibly represents the financial item that is the root node of the tree, wherein said relating the plurality of financial items by the tree is based on a second plurality of similarity values between pairs of the plurality of financial items, wherein the first plurality of similarity values differs from the second plurality of similarity values, wherein in the planar depiction, those of the plurality of financial items that are non-root nodes of the tree are angularly arranged based on the first plurality of similarity values and are radially arranged based on the second plurality of similarity values, wherein the financial item comprises a stock, and wherein the at least three financial items comprise at least three stocks.